Now, You Can Mess With Texas

How to File Texas Monthly Notices with zlien

Thanks for joining today!

Gretchen Lynn Director of User Success

Today’s Webinar Will Cover

• The different approval and “pull periods” of the new monthly notice process

• How to use your queue to file and/ or pull Texas notices

• When and how to pull documents from the mail batch

But First - What are Texas monthly

notices?!?

Notice required to be sent to owner and prime for each month unpaid amounts are claimed by the 15th day of the 3rd month

following each month work was performed for which the claimant is still unpaid. On residential projects time frame

reduced to 15th day of the 2nd month following each month work was performed for which the claimant is still unpaid For Sub-Subcontractors, time frame also reduced to 15th day of

the 2nd month following each month in which work was performed, for which the claimant is still unpaid in addition to

the 3rd month notice.

How Does zlien’s Platform Do It?

Basic Project Data

Trigger Dates & Invoice Data

Texas Notice Deadlines & Next Actions+

Who has access to the changes to

Texas notices?

Not a zlien Subscription User?Contact us at 866.720.5436 to learn more

Set Your “Monthly Notice” Workflow Preference

*For Enterprise users who have been using the queue to file Texas monthly notices already, your preferences are set

The New “Approval” and “Pull Periods”

Pull Mail!Users can now pull

Texas monthly notices from the mail batch up until notice

day, typically the 15th of the month*

New Mail Periods

•Approval Period •Pull Period 1 •Pull Period 2

Approval Period

Begins the day after the previous month’s notice deadline.

Ends at 3pm CST on the third business day prior to the month’s notice deadline.

Approve or Cancel Queue Items

When a Monthly Queue Item is Approved During this Stage• The item will be researched by our Fulfillment Team

• You may receive a research notification for any missing data or confirmation in order to complete the document

• The notice will NOT be mailed to the parties

• The notice will remain in a “Texas Hold” mail batch until the notice deadline

You can begin pulling

mail during the “Approval Period”

Pull mailing for any notices you do not want sent.

When the Approval Period Ends, you will no longer be able to add documents to the queue

You can manually file documents through the project information screen, and they will be processed as usual - no option to pull mail or cancel the order prior to mailing.

Once the “Approval Period” ends, you now

enter Pull Period 1.Remember: The Approval Period ends at 3pm CST on the third business day prior to the notice deadline.

Pull Period 1

• Queue items will no longer be considered. If you wish to still file a monthly notice, then you order manually through the project screen.

• Users can continue pulling the mail for the notices they do not want sent

• There is a $2 pull-fee per order

Pull Period 1

Continue pulling mail from the time the “Approval Period” ends up until 3am CST on “Notice Day.”

Continue Pulling from your QueueClick “Pull Mailing”

Pull Period 1 Ends

• Ends at 3am CST on the notice deadline day (may not always be the 15th of the month)

• Any notices pulled during this period, will NOT be sent

Pull Period 2 Begins

Our mail-outsourcing partner will !begin batching and mailing your notices

Pull Period 2Users can continue pulling their mail, but it is NOT guaranteed that the mail can be pulled !If mail can be pulled, there is a $6 pull fee during this period

Why is the mail pull not guaranteed during

Pull Period 2?

Pull Period 2At this time, our mail-outsourcing

partner begins mailing the documents. If the document has already been mailed, the order

cannot be pulled. Also, due to mail optimization, if a contact appears on multiple orders, the notices will be batched together. Therefore, if that

notice is already batched with another that has already been

mailed, the order cannot be pulled.

Pull Period 2

Pull Period 2 ends at 3pm CST on Notice DayOnce the period ends, mail can no longer be pulled

What if I can’t pull my notice in time, but do not

want it sent?

File a Retraction Letter Through the Platform

Complete Calendar for Texas Monthly Notices

More information?Visit our Community and search “Texas”

http://community.zlien.com/

Thank You for Joining!Let’s Mess with Texas!